2023-02-16 Reporting SIG Meeting notes

Date

16 Feb 2023

Attendees

Present?	Name	Organization	Present?	Name	Organization
	Arthur Aguilera	University of Colorado, Boulder		Eliana Lima	Fenway Library Organization
	Sharon Beltaine	Cornell University		Eric Luhrs	Lehigh University
	Erin Block	University of Colorado, Boulder	x	Linda Miller	Cornell University
	Nancy Bolduc	Cornell University		Nassib Nassar	Index Data
x	Shannon Burke	Texas A&M		Elena O'Malley	Emerson
	Suzette Caneda	Stanford University		Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot		Jean Pajerek	Cornell University
	Tim Dannay	Mount Holyoke College		Michael Patrick	The University of Alabama
	Axel Doerrer	University Mainz		Eric Pennington	Texas A&M
	Shelley Doljack	Stanford University	x	Scott Perry	University of Chicago
	Stefan Dombek	Leipzig University		Natalya Pikulik	Cornell University
	Jennifer Eustis	U. Massachusetts Amherst / Five College		Bob Scheier	Holy Cross
	Lynne Fors	Wellesley College	x	Vandana Shah	Cornell University
	Lisa Furubotten	Texas A&M	x	Linnea Shieh	Stanford University
	Alissa Hafele	Stanford University		Clare Spitzer	Stanford University
	Kara Hart	Wellesley College		Amelia Sutton	U. Massachusetts
x	Corrie Hutchinson	Index Data		Simona Tabacaru	Texas A&M
	Jamie Jesanis	Wellesley College		Huey-Ning Tan	Stanford University
x	Jeanette Kalchik	Stanford University		Vitus Tang	Stanford University
x	Kevin Kishimoto	Stanford University	x	Irina Trapido	Stanford University
	Ingolf Kuss	hbz		Catherine Tuohy	Emmanuel College
	Alexander Lao	Stanford University		Kevin Walker	The University of Alabama
	Joanne Leary	Cornell University	x	Angela Zoss	Duke University

Discussion Items

Item	Who	Notes
Attendance & Notes	Sharon	Attendance & Notes Today's attendance-taker: Linda (or substitute) Today's note-takers: Team Leads for project updates
Announcements / Reminders	Sharon	Reminder: Join our Review Board Great way to start learning to run LDP1 and Metadb queries, get comfortable with GitHub No experience required! We will offer training. We have three now, but we would love four! Contact Sharon Markus or Angela Zoss (Old) if you have questions or would like to volunteer FOLIO Forum Forum Title: FOLIO Reporting in Practice Time: Wednesday, February 22, 2023 at 11:00am Eastern U.S. time To Register: https://openlibraryfoundation.zoom.us/webinar/register/WN_O0-8c003R-eDOyXlQKzvVg Description: Librarians will discuss real-world applications and experiences of FOLIO Reporting with the open-source LDP software: How LDP1 is used to improve inventory data quality Helping new implementors get up and running with FOLIO Reporting What Cornell did to prepare for implementing LDP1 and reporting support services How Tableau dashboards are being used to provide interactive visualizations of LDP1 data Presenters: Jenn Colt, Cornell University Angela Zoss, Duke University Sharon Beltaine, Cornell University Vandana Shah, Cornell University Upcoming meeting topics Feb 27: Update on derived table documentation (draft script) Mar 2: presentation on how to use primary entries for contributors to filter and aggregate (Joanne Leary, Jean Pajerek, and Sharon Beltaine) Any new members? Welcome/introductions Would anyone like a buddy? Like to be a buddy? How to find our latest recordings Recording details available on our Reporting SIG Meetings and Notes page and Reporting SIG Subteam Meetings page (Always) Recruiting New Query Developers The Reporting SIG is always on the look-out for new query developers. Please let us know if you are interested in doing query development or if there are others at your institution who might be a good fit.
Progress Update: LDP1 Hosting Discussion Summary	Angela	LDP1 Hosting - Experiences and Strategies from Users/DevOps Providers This document summarizes a discussion in the SysOps and Management SIG It has been posted and is available for sharing
Review and discussion: Reporting SIG survey results	Angela	Reporting SIG Survey 2023 - Results Summary Thoughts? Questions? look into whether responses were different based on time in SIG I cannot remember, why did the slack for reporting move from the FOLIO project to it's own project? Metadb/LDP Slack this slack space is specific to the software applications maintained by Index Data and helps them monitor just one space for both FOLIO and ReShare customers Angela tries to duplicate SIG-only material in both FOLIO and Metadb Slack Possible next steps proactive with buddies/mentors reviewing onboarding steps, collaborating with other conveners maybe spin up a wiki working group would it make sense to have a list of buddies available and a couple of sentences about what the buddy is good at doing? maybe new people would be more comfortable reaching out that way? possibility: build out the wiki pages so that they include more information about development subteams and who might be a good person to contact on those teams What works best for onboarding? smaller subgroup meetings Slack is useful; recognize people's names, can reach out to individuals directly; can feel a bit like cold-calling the first time do like the idea of small, defined tasks for a beginner; felt overwhelmed by something big like a review board, but maybe a small task would get someone hooked agree, small group meetings, initial training on things like SQL What do we think about development team meetings as a small group? enjoy those, feel like they are welcoming; it's nice and it's a small group. still don't understand, but keep trying.

Recurring Items (Updated weekly, but not always discussed in meeting)

Item

Who

Notes

Review of In-Progress Projects (Recurring)

Build a directory of extracted and derived tables
- update coming (Feb 27)
Build Metadb query cookbook-style documentation
- has been opened and sent to the development teams for planning/prioritization
- haven't settled on a style exactly, but have some examples
Build Training Program for FOLIO Data Model
- expecting ACQ/ERM presentation in March
Port LDP1 derived tables to Metadb
- expecting to finish for Orchid release
Recruit from new institutions not represented
- waiting to see about FOLIO-wide onboarding efforts
- recommend that the development teams reach out to SIGs for an update, invite new members

Review the release notes for FOLIO Analytics, LDP1, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

LDP1 release notes
Metadb release notes (via tags)
LDLite release notes (via tags)
ldpmarc release notes
LDP Reporting App release notes (mod-ldp, ui-ldp) and JIRA issues (mod-ldp, ui-ldp)
FOLIO Analytics release notes

Updates and Query Demonstrations from Various Reporting Related Groups and Efforts Projects (Recurring)

Community & Coordination, Reporting Subgroup Leads

Project updates

Reporting development is using small subgroups to address priorities and complete work on report queries. Each week, these groups will share reports/queries with the Reporting SIG. Reporting development team leads are encouraged to enter a summary of their work group activities below.

RA/UM Working Group

Meetings have become more of a lab session, working through specific problems
Contact Angela if you would like to join these meetings; second Tuesdays at 1pm Eastern
Context
- Meeting notes: https://docs.google.com/document/d/1UnzG64tl917LOH2FtWhCEPlSOsnJWKL-0eu88Ouo1DU/edit
- Current status of RA/UM issues: https://github.com/folio-org/folio-analytics/issues?q=is%3Aissue+is%3Aopen+RA%2FUM
- Status of LDP1 → Metadb querying porting: https://docs.google.com/spreadsheets/d/1efLc6QMJyGuXyQM26pZbti-B6wFhJuZt7s7FJbhdXYo/edit#gid=0

MM Working Group

Meetings are 1st Tuesday of the month, 12-1pm ET via zoom using the usual FOLIO password. Our lab sessions are open to everyone. Please bring your questions, examples, and comments about reporting and metadata. MM notes
We have begun working on the MM Data Model for folio. We are using as a these slides for our work.
We are looking for a convenor for the group. If interested, contact Jennifer Eustis on LDP/Metadb slack.

ERM Working Group

FOLIO Data Model Training (in progress)
ERM Query Development Status
Open Access
- Report requests are being collected in the OA SIG Link (in progress)
- The test environment from the SIG Reporting will get the app OA (in progress)
- Test data will imported
- Recent FOLIO Forum on Open Access App
Meetings are bi-weekly on tuesdays 11am ET alternating with RM Working Group
- Next meeting will be at 28th, Feb
- Contact Stefan Dombek if you would like to get a calendar invitation

ACQ Working Group

group is working with ERM group on ACQ-ERM FOLIO Data Model Training
group is working on ACQ-related (Acquisitions) derived tables for the next Folio-Analytics release
- see ACQ Derived Tables to Convert from LDP1 to Metadb
for latest query development updates, see RM Prototype and Query Development Status
Meetings are biweekly on Tuesdays 11am-noon ET; contact Sharon Markus if you would like a calendar invitation
Meeting Recordings are here: FOLIO ERM-RM Report Dev Teams

Reporting SIG Documentation Subgroup

Morning Glory documentation is live on https://docs.folio.org/docs/
Nolana documentation is in review
Orchid documentation will be in progress soon, and plans are underway to include beta-level documentation for Metadb
Additional Context
- The Reporting SIG has representation on the Documentation Working Group, which is building end-user documentation for https://docs.folio.org/docs/ (mostly linking to existing documentation over on GitHub)

External Statistics Working Group

no updates currently
new organizational/tracking scheme for JIRA, with pointers to queries in folio-analytics repository
New organizational structure for External Statistics reports
- external statistics reports (e.g., ACRL) typically require running queries from different functional reporting areas
- these reports will be captured in JIRA under one UXPROD-XXXX report cluster issue, then the descriptions will point to each of the queries required to run them on the folio-analytics repository
- institutions will need to rank each of these 8 new UXPROD-XXXX report cluster issues
- each reporting development team will take responsibility for the queries in their area for the external statistics clusters

Product Council

(December 8 meeting) PC shared a report of the SIG check-ins
would love for PC to check-in yearly

For all recent work on FOLIO Reporting SQL development:

https://github.com/folio-org/folio-analytics/commits/main